IMPACT Funding

Thanks to the generosity of our clients, Perpetual distributes more than $80 million annually from the charitable trusts and endowments we manage.

Many of these trusts and endowments are created with specific directions around the charities that will benefit.

However, where trusts and endowments have a more flexible approach to grant making, we undertake a rigorous application program that matches our clients’ wishes with suitable organisations.

Our IMPACT Philanthropy Application Program allows philanthropists and Not-for-Profits (NFPs) to connect, and allows NFPs to demonstrate how they improve outcomes for the communities in which they operate.

We encourage high quality outcomes by identifying organisations that can maximise their impact through:

  • good governance
  • solid leadership
  • strong strategy
  • an outcomes focus.

The 2018 IMPACT Philanthropy Application Program

Application documents

The 2018 IMPACT Philanthropy Application Program will open on Monday 30 October. The active form will be made accessible on this page. You can preview the application form here to prepare for your application. You can also subscribe to receive our IMPACT Newsletter to receive further information about the 2018 program, gain access to webinars and other useful links.

 

KEY DATES: 2018 IMPACT PHILANTHROPY APPLICATION PROGRAM

Applications open: Monday 30 October 2017 at 9am AEDT

Applications close: Friday 8 December 2017 at 5pm AEDT

Applicants informed of outcomes: by Friday, 30 June 2018

Guidelines and additional information relating to the 2018 IMPACT Application Program will be available on this site in late 2017. 

 

2017 RESOURCES

These resources relate to the 2017 IMPACT Philanthropy Application Program which has now closed. Information on the 2018 IMPACT Philanthropy Application Program will be available on this site in late 2017.

Download the 2017 IMPACT Philanthropy Application Program Guidelines

Download the 2017 Frequently Asked Questions (FAQs)


Acquittal reporting and acknowledging funding

If your NFP organisation receives funding from trusts or endowments managed by Perpetual, you may be required to submit an acquittal report by 31 January each year until your grant has been fully expended.

Unless specified in your original grant letter, funding is provided in a one-off grant. Where required, an acquittal report outlining how the funds have been spent will be due each year by 31 January. Usually this requires an interim acquittal report first, and a final acquittal report the following year.  All acquittal reports must be completed in SmartyGrants. Failure to submit an acquittal report may deem your organisation ineligible for funding in future rounds.

 

Grants received via the Perpetual IMPACT Philanthropy Program:

2017 grants require an interim acquittal* by 31 January 2018.

2016 grants require a final acquittal by 31 January 2018.

2015 grants require a final acquittal by 31 January 2018.

The required forms have been attached to your application in SmartyGrants. These forms are attached to the email address that the original application was made in. If you require a change to this email address, please send an email to philanthropy@perpetual.com.au so we can assist you in gaining access.

For further instructions, please read Acquittal reporting in SmartyGrants.

In 2017 if you received other funding, you are required to set-up a SmartyGrants profile, which will ensure you receive your acquittal report templates. Please follow these instructions.

Recognition of donors

If your NFP organisation wishes to name the trusts or endowments that have provided funding for your activity via your website, newsletters or in the media, please email philanthropy@perpetual.com.au to request approval.

*A final acquittal for 2017 grants is also acceptable if all funds have now been spent.

The IMPACT Philanthropy Partnership Program

As part of our commitment to IMPACT Philanthropy, we are identifying opportunities to support a limited number of NFP partners annually with longer term and deeper support designed to help them maximise their impact. The IMPACT Philanthropy Partnership Program funds major grants to organisations working towards crucial outcomes for the communities and sectors they serve.

Perpetual’s IMPACT Philanthropy Partners are organisations that have made applications to the annual IMPACT Philanthropy Application Program and performed consistently well on the criteria of Leadership, Capability, Strategy and Outcomes in each of the past three years.

Invited organisations can apply for a grant of up to $1 million, to be used over a time period of one to five years.

Download the 2017 Partnership Frequently Asked Questions (FAQs)

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Perpetual’s IMPACT Philanthropy Partners in 2016 are listed below, together with a description of the activity being funded and the outcome sought.


RDNS (Royal District Nursing Service Limited)

Reducing the burden of chronic disease through telehealth enabled remote clinical nurse consultancy.

Cerebral Palsy Alliance

Cord Blood Cells: A Potential Game-Changer for Cerebral Palsy. The Cerebral Palsy Alliance's Research Institute wishes to conduct an initial Australian pilot study to evaluate the safety and efficacy of using UCBCs as a future treatment for Cerbral Palsy- the most common physical disability in children.

Australian Red Cross

Trial and conduct evaluative research of the Australian adaptation of Community Based Health and First Aid In Action.  Based on community development principles, the program trains prisoners as ‘Special Status’ volunteers who provide peer-to-peer support and education in the prison setting. 

FareShare

Enhance our facilities to cook at least an extra 500,000 much needed, free nutritious meals a year.


NFP

WE CAN HELP WITH MUCH MORE THAN FUNDING

We’re also committed to supporting sector leaders and helping non-profit organisations manage their endowment investments.

INVESTING IN THE FUTURE OF YOUR ORGANISATION

Strategies for a low yield world
Perpetual’s National Investment Manager, Luke McMillan provides insight for NFPs looking to maintain investment income in low yield environments.